Steward Partners Investment Advisory’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Steward Partners Investment Advisory’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Buy	3,574 +760	+27%	+$68.4K	﹤0.01%	1796
2025 Q4	$232K	Buy	2,814 +4	+0.1%	+$328	﹤0.01%	1853
2025 Q3	$230K	Buy	2,810 +686	+32%	+$55K	﹤0.01%	1797
2025 Q2	$165K	Buy	+2,124	New	+$152K	﹤0.01%	1848
2024 Q4	–	Sell	-160	Closed	-$11.5K	–	4011
2024 Q3	$11.5K	Hold	160	–	–	﹤0.01%	2894
2024 Q2	$10.5K	Buy	+160	New	+$10.6K	﹤0.01%	2804
2021 Q1	–	Sell	-65	Closed	-$3K	–	3445
2020 Q4	$3K	Buy	+65	New	+$2.87K	﹤0.01%	2623

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Steward Partners Investment Advisory's FIDU Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 27% in Q1 2026, buying an estimated $68.4K and bringing the position to 3,574 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Steward Partners Investment Advisory first reported a position in FIDU in Q4 2020 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Steward Partners Investment Advisory held 3,574 shares of Fidelity MSCI Industrials Index ETF worth $309K as of Q1 2026.
Steward Partners Investment Advisory bought 760 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $68.4K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1796 holding.
Steward Partners Investment Advisory first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.